NOVELLEBUILD GROUP
Prepared for
Cushner & Associates

MISSED CALLS ONLY · FIRM SETUP

Your missed-call intake setup

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Connect Cushner & Associates’ unanswered calls to bankruptcy intake, approved DocuSign onboarding and an informed attorney handoff.

Your phones ring first. The AI receives only calls your team does not answer. Outside office hours, the same unanswered-call rule applies.

Unknown details can be marked “Office contact will provide.” This is about your firm’s setup. Please don’t include client case details, financial records or passwords.

STEP 1 OF 5

Missed-call connection

Your office’s phones ring first. Only unanswered calls are forwarded to the AI. This same rule applies outside office hours; we are not setting up all-call forwarding.

Backup route: retain your existing voicemail. We’ll verify the routing with your phone provider during setup.

OUR PROPOSED STARTING TEMPLATE

  1. A caller dials your existing office number. If your team does not answer, your phone system forwards the call to the AI.
  2. The AI gathers the caller’s bankruptcy concerns, follows your approved intake questions and clarifies missing answers.
  3. It sends your approved DocuSign link, directly or through a firm-website intake flow if supported. The caller completes the required information and signs, with help through the steps if requested.
  4. The intake answers, document and signing status are saved for review and handed to your attorneys, with incomplete items flagged.

We’ll verify the phone carrier, website, DocuSign, private storage and notifications, then test the complete flow with your firm before activation.

Missed-call connection
Can you provide the phone setup details now? *

If you do not know, your phone administrator can provide this during setup.

Your attorneys make all legal and representation decisions. Submitting preferences does not activate the service.